To move a Contact from one Membership Level to another simply head to Memberships > Membership Levels > New membership (using the green button at the top of the screen).

Select the Membership Level required, select Continue.

User the "Pick a Contact" field to select your Member, Continue.

If your Membership Level has a membership fee, you will need to indicate if the account is paid, needs an invoice or is paying now. If the some of the original Membership Level fee is being counted towards the new level, then a Partial Payment can be recorded.

To Cancel their previous Membership Level, head into the Memberships > Reports

Click on the Number next to the Contacts name.

Click the Cancel button to cancel the Membership Level.


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πŸ‘‰ Membership Levels

πŸ‘‰ Fixed vs Rolling Memberships

πŸ‘‰ New. Manual, Individual Membership

πŸ‘‰ Create a New Contact Group for Next Year's Membership

πŸ‘‰ Importing Members

πŸ‘‰ Family Membership

πŸ‘‰ Membership Renewal Reminder Emails

πŸ‘‰ Canceling One Membership

πŸ‘‰ Contacts and Members logging in

πŸ‘‰ Move a Group of Members from one Membership to another

πŸ‘‰ Canceling Multiple Memberships

πŸ‘‰ Tax invoicing in Membership

πŸ‘‰ Duplicate a Membership Level

πŸ‘‰ Recording Manual Membership Payments

πŸ‘‰ Viewing Membership Detail info via Memberships > Reports

πŸ‘‰ How to Re-Activate a Cancelled Membership

πŸ‘‰ Creating Membership Levels

πŸ‘‰ Quick View of Active and Inactive Members

πŸ‘‰ What is a Partial Membership?

πŸ‘‰ Can I create an Early Bird Membership offer?

πŸ‘‰ Deleting a Membership Level

πŸ‘‰ Adjusting the Membership Period

πŸ‘‰ Changing the start or end dates of a membership

πŸ‘‰ Membership Level emails

πŸ‘‰ Waiver Settings

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